The most important thing for any investor is their “framework.” Everyone has a different time horizon, different risk tolerance, different goals. Understanding these issues is critical to understanding how you’ll invest in a rising rate, rising inflation environment. Roger Hirst takes a look inside the latest Insider Talks episode, breaking down the conversation among Raoul Pal, Julian Brigden, and Harry Melandri about the interplay between the Federal Reserve and the European Central Bank and the potential outcomes for the U.S. dollar, bond yields, and equity markets. “Investor, know thyself” comes before context. But each is important. And Hirst covers it all.